Technical Support Engineer Co-op

Vestmark•Wakefield, MA
•Onsite

About The Position

The Technical Support Engineer Co-op joins the production support team and provides production and technical support to clients using Vestmark’s Managed Accounts solutions platform. The role works directly with clients to analyze, research, and resolve support cases, while coordinating with internal operations and technology teams. This is a hands-on, on-site role requiring five days per week at Vestmark’s headquarters in Wakefield, Massachusetts; remote and hybrid candidates will not be considered.

Requirements

  • Knowledge, understanding, and/or interest in the financial sector.
  • Knowledge, understanding, and/or interest in the enterprise software implementation lifecycle, with an aptitude for comprehending enterprise software architecture.
  • Desired technical skills include MS Windows and SQL.
  • Ability to balance and manage multiple competing priorities.
  • Collaborative interpersonal skills and ability to work within cross-functional teams.
  • Self-starter able to exercise good judgment to plan and accomplish goals in a complex, fast-paced environment.
  • Excellent customer-service mentality and skills.
  • Creative problem-solving and analysis skills.
  • Ability to handle problem situations quickly, inventively, and resourcefully.
  • Progress toward a BA or BS degree.

Nice To Haves

  • A BS degree in Finance or Computer Science is a plus.
  • Knowledge or understanding of investment systems, such as Portfolio Management, Trading, or Middle/Back Office Operations.

Responsibilities

  • Work collaboratively and independently to analyze, research, and resolve customer support cases submitted through the Vestmark Support Portal.
  • Answer inbound support calls and triage support inquiries, escalating cases to a support team leader or manager when they are outside the employee’s area of understanding.
  • Proactively log activities associated with assigned cases, accurately documenting activity with a reasonable level of detail.
  • Manage client expectations through excellent communication.
  • Partner with internal departments to deliver superior customer service.
  • Proactively develop and refine support documentation.
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